Creating a multi-offer On-demand Campaign or List

Field marketers can create multi-offer On-demand Campaigns and Lists by selecting a template in which a corporate marketer or administrator already set up the necessary segments, flowcharts, and workflows.

About this task

The instructions below describe the steps to take before the field marketer creates the On-demand Campaign or List to be performed by others that are working with Campaign and Distributed Marketing templates.

Procedure

  1. Create flowcharts and forms for your On-demand Campaign or List.

    Ensure the following:

    • The flowcharts create different segments.
    • The Segment Codes are written to the List Manager table.
  2. Create an On-demand Campaign or List template and add forms as a custom tab.
  3. Modify the workflow.

    For each List Review system task:

    1. Click the task name.

      The task properties window is displayed.

    2. Complete the task properties window as desired.

      In the Segment Code field, enter the appropriate segment name as it is displayed in the flowchart that is used to create your forms/tabs.

  4. Create an On-demand Campaign or List by using the template.
  5. Start the On-demand Campaign or List.